They Know Money: Financial Advisers

Here are the area’s best financial planners, wealth advisers, tax accountants, insurance experts, and estate attorneys who can provide financial help and advice

How did The Washingtonian put together this list of the area’s top financial experts?

We first surveyed hundreds of area financial professionals, asking them: Whom would you trust with your own money? We also did our own research. The experts listed here received the most recommendations.

No list can be totally comprehensive, and omission from this list doesn’t mean an adviser isn’t good. Likewise, inclusion here doesn’t necessarily mean the person is right for your needs.

These financial advisers charge flat fees for some services and may earn commissions on products they sell, such as mutual funds. Although some people argue that advisers who earn commissions can’t be free of bias, these advisers are said to work in a client’s interest. The fee-and-commission model can be cheaper than an annual fee based on a percentage of assets for some clients, such as those who make few trades.